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Participant
September 11, 2023
Question

Multi-step fillable forms

  • September 11, 2023
  • 1 reply
  • 424 views

Hello, 
I am looking to build a fillable form that has multiple stages. It would look something like the following: 
1) Fillable PDF form is created and saved as a template 

2) User 1 fills in 20% of the fillable fields and saves the document. The 20% of fields that were filled become locked (flat) 
3) User 1 sends the form to User 2 (Non-Adobe pro user) 
4) User 1 fills out the remaining fillable fields and saves the PDF 

Is this possible with adobe? If not, any suggestions on the best way to go about this? 
For context: I am looking to build a form that internal employees can use to define unique fields for the consumer, then send to consumer for them to fill remaining preferences. Internal employees will have Adobe Pro, but consumers may not. 
TIA! 

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1 reply

Meenakshi_Negi
Legend
September 30, 2023

Hi Rachel32160358gtrn,

 

Thank you for reaching out, and sorry about the delay in response.

 

The workflow you are looking for is possible using the Adobe Acrobat Sign application.

Please refer to the following help document for more information about how to send documents and assign fields to individuals: https://helpx.adobe.com/acrobat/using/send-for-signature.html

Let us know if you are looking for a different workflow.

 

Thanks,

Meenakshi